HPC

HM Payson & Co Portfolio holdings

AUM $6.95B
1-Year Est. Return 24.32%
This Quarter Est. Return
1 Year Est. Return
+24.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.83B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$31.5M
3
+$30.8M
4
CAT icon
Caterpillar
CAT
+$29.8M
5
HUBB icon
Hubbell
HUBB
+$28.6M

Top Sells

1
+$46.3M
2
+$23.4M
3
+$14.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.2M
5
SPGI icon
S&P Global
SPGI
+$11.8M

Sector Composition

1 Technology 31.48%
2 Financials 11.08%
3 Healthcare 10.89%
4 Industrials 10.66%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$37.1K ﹤0.01%
1,810
677
$36.6K ﹤0.01%
334
+34
678
$36.5K ﹤0.01%
224
+19
679
$36.5K ﹤0.01%
747
-953
680
$36.4K ﹤0.01%
292
-50
681
$36.3K ﹤0.01%
37,525
682
$36.1K ﹤0.01%
68
+18
683
$35.6K ﹤0.01%
426
684
$35.4K ﹤0.01%
225
-147
685
$35.2K ﹤0.01%
1,900
686
$35K ﹤0.01%
1,521
-656
687
$34.9K ﹤0.01%
394
688
$34.9K ﹤0.01%
1,000
689
$34.8K ﹤0.01%
505
690
$34.7K ﹤0.01%
171
691
$34.5K ﹤0.01%
800
692
$34K ﹤0.01%
1,388
693
$33.8K ﹤0.01%
161
+31
694
$33.7K ﹤0.01%
1,654
-800
695
$33.5K ﹤0.01%
129
+26
696
$33.4K ﹤0.01%
155
+5
697
$32.8K ﹤0.01%
1,714
+371
698
$32.8K ﹤0.01%
200
699
$32.6K ﹤0.01%
70
700
$32.3K ﹤0.01%
2,200
26 27
28
29 30